Using preconfigured actions

The set of preconfigured actions can be modified according to your needs: you can edit an existing action, add an action of your own or delete an action you do not need.

If you want to view or edit the settings of a preconfigured action, go to Main Menu->Tools->System settings->Actions and select the necessary action from the tree menu. The edit action settings section opens on the right. The 'Class name' field displays the class of the action opened for viewing/editing.

The three check box options below this field allow you to define the most general principles of how the selected action should function in Sales-n-Stats:

•	If you want the selected action to appear in the visitor's popup (the menu displayed when you right-click on the visitor's badge) for quick access, select the 'List this action in visitor's popup' check box.

•	If you do not want the action to be recognized by Sales-n-Stats system, leave the 'Enable this kind of actions' check box clear.

•	If you do not want to save the values of the action fields for the selected action in the database, leave the 'Save this kind of action in the database' check box clear.

Note: In this case the selected action will not appear in the list of actions in a Visitor's profile, but the reaction to an action of this type will be executed anyway.

Each action performed by a visitor at your website and recognized as such by Sales-n-Stats is characterized by certain parameters. These parameters are stored to action fields (visible as parameters' names and values in the 'Actions' area of the 'Visitor's Profile' dialog. See the chapter 'Managing the Visitor's Profile'->'Actions' for more info).

While the values stored to action fields characterize actions, some of these values can be chosen to characterize not only an action, but the visitor in general (For example, the email address with which a user logs in may be chosen as the visitor's email address shown in his profile). The action parameters which you want to use as visitor parameters should be assigned to appropriate Visitor's Profile fields (visible in the 'Visitor's profile' area of the 'Visitor's Profile' dialog. See the chapter 'Managing the Visitor's Profile'->'Visitor's profile' for more info).

If you use the default X-Cart- or LiteCommerce-oriented action settings, please be aware that the default Visitor's Profile fields used in the Visitor's Profile already have some action parameters assigned to them. The 'Action fields' table displays not only the names of the action fields to which the parameters characterizing the selected action are stored, but also the names of Visitor's Profile fields to which the same parameters are written as visitor parameters. The 'Name' column of the 'Action fields' table shows the names of action fields, the 'Store value in visitor field' column shows the names of the corresponding Visitor's Profile fields to which the parameters are stored. *Don't store* opposite an action field name shows that the action field is not assigned to any Visitor's Profile field.

To change the way in which action fields are assigned to Visitor's Profile fields:

Click on the table cell in the 'Store value in visitor field' column opposite this action field and use the drop-down list to select:

•	one of the Visitor's Profile fields, for parameter to be stored in that Visitor's Profile field;

•	Don't store, if you do not want the parameter to be stored to any Visitor's Profile field;

Note: Selecting *Don't store* does not prevent Sales-n-Stats from collecting data about the action parameter: you will be able to see the parameter in the 'Actions' area of the 'Profile' section of the 'Visitor's Profile' dialog and in the visitor popup.

•	'Create a new field', to store the parameter in a Visitor's Profile field, but such a Visitor's Profile field has not been created yet.

When you change any action fields, they get marked with an asterisk. If you add any new action fields (for external actions), they get added with a plus sign. If you delete any fields, they get marked with a minus sign.

Any changes made to action fields need to be approved manually. If you see any of the marks listed above, it means you have some changes that still need to be approved. Click Save to apply the changes or Discard to cancel them.

Most preconfigured actions don't have reactions. But if there are any among your default settings use the 'Reactions' section to adjust the system reactions settings:

1.	Right-click the appropriate reaction and select Edit.

2.	To change the conditions for each reaction in the 'Conditions' section, click 'Operations' to select an operation that the system will perform as the response to an action.